Cross-Tested Plans

1,233 topics in this forum

1. Aggregating Plans

   By Guest MichaelO, October 26, 2004
   • 9 replies
   • 2.2k views
   • 
   • Guest
   • November 3, 2004

2. Component Plans

   By Guest greggi39, March 27, 2003
   • 9 replies
   • 1.9k views
   • 
   • Gilmore
   • April 17, 2003

3. Can an 11g amendment add in a controlled group?

   By J Simmons, April 28, 2007
   • 9 replies
   • 3.5k views
   • 
   • Guest
   • July 25, 2007

4. Insurance in a DB/DC cross tested arrangement

   By Guest saeissler, March 9, 2007
   • 9 replies
   • 2.6k views
   • 
   • Mike Preston
   • March 12, 2007

5. DC+CB Combo - Short Plan Year & Gateway

   By Hojo, March 22, 2021
   • 9 replies
   • 1.2k views
   • 
   • AndyH
   • March 25, 2021

6. Can allocation group be based on age?

   By jkharvey, March 11, 2008
   • 9 replies
   • 2.1k views
   • 
   • ak2ary
   • January 7, 2009

7. Cross testing, 401(k) SH, top heavy & gateway

   By pmacduff, March 19, 2004
   • 9 replies
   • 2.8k views
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   • K-t-F
   • March 22, 2004

8. Correct application of TAM 9735001

   By Guest merlin, April 9, 2008
   • 9 replies
   • 2.3k views
   • 
   • Mike Preston
   • April 9, 2008

9. Rate Group Test

   By Chippy, September 2, 2008
   • 9 replies
   • 6.3k views
   • 
   • Tom Poje
   • October 9, 2008

10. ABT - NHCE concentration %

    By jaemmons, February 14, 2005
    • 9 replies
    • 3.5k views
    • 
    • Guest
    • February 17, 2005

11. Preparation of 1099 for "current economic benefit" of life insurance coverage

    By SteveH, January 16, 2006
    • 9 replies
    • 8.6k views
    • 
    • SteveH
    • January 17, 2006

12. 3% Safe Harbor 401 K - Cross Testing

    By Guest rdemyan, December 24, 2009
    • 9 replies
    • 3.4k views
    • 
    • Tom Poje
    • January 21, 2010

13. Employee Groups

    By Guest Gary Stadtmauer, July 12, 2006
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • July 14, 2006

14. Prevailing Wage and SH Match, who gets the Gateway?

    By Towanda, April 12, 2016   

    • Davis-Bacon
    • Prevailing Wage
    • (and 1 more)

      Tagged with:

      • Davis-Bacon
      • Prevailing Wage
      • Gateway Minimum
    • 9 replies
    • 3.9k views
    • 
    • Towanda
    • June 23, 2016

15. 3 rate groups...

    By K-t-F, June 20, 2005
    • 8 replies
    • 2.2k views
    • 
    • AndyH
    • July 15, 2005

16. Cross testing spreadshet

    By ombskid, June 12, 2009
    • 8 replies
    • 3.7k views
    • 
    • Guest
    • March 1, 2011

17. 403b plus New Comparability

    By zimbo, May 15, 2008
    • 8 replies
    • 5k views
    • 
    • Tom Poje
    • October 27, 2008

18. Family Aggregation

    By perkinsran, June 25, 2002
    • 8 replies
    • 1.9k views
    • 
    • perkinsran
    • July 19, 2002

19. Interst Rate Assumption

    By blue, August 17, 2005
    • 8 replies
    • 2k views
    • 
    • ak2ary
    • August 24, 2005

20. Cross testing

    By Guest blackdo2, September 16, 2003
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • September 17, 2003

21. Gateway minimum & excluded class of employees

    By Guest M. Martin, January 31, 2007
    • 8 replies
    • 2.9k views
    • 
    • Guest
    • February 2, 2007

22. Another gateway question

    By Guest dietpepsi, May 15, 2003
    • 8 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 15, 2003

23. Attorney objects to each physician setting his own annual profit sharing

    By CharlesLeggette, November 13, 2015
    • 8 replies
    • 1.3k views
    • 
    • QDROphile
    • November 13, 2015

24. Gateway vs. Special Gateway Minimum Requirement

    By ERISA1, June 5, 2015
    • 8 replies
    • 1.5k views
    • 
    • AndyH
    • June 16, 2015

25. cross testing and family attribution - I'm confused.

    By PensionNewbee, March 20, 2003
    • 8 replies
    • 1.4k views
    • 
    • PensionNewbee
    • March 21, 2003

26. $0.00 Allocations?

    By Logan401, February 25, 2022
    • 8 replies
    • 1.2k views
    • 
    • acm_acm
    • March 1, 2022

27. Average Benefit Test and Rate Group Test

    By Coleboy1, January 25, 2023
    • 8 replies
    • 2.5k views
    • 
    • Bird
    • January 27, 2023

28. Prevailing wage cross-tested plan. What's in the rate group test?

    By MR, September 27, 2000
    • 8 replies
    • 4.8k views
    • 
    • TPApril
    • April 21, 2015

29. Gateway

    By Guest breakwater, March 20, 2006
    • 8 replies
    • 2.4k views
    • 
    • AndyH
    • March 23, 2006

30. Cross Testing with Permitted Disparity

    By Guest SuzieQNEC, January 24, 2008
    • 8 replies
    • 4.1k views
    • 
    • Guest
    • January 28, 2008

31. Compensation used for Minimum Allocation Gateway

    By LarryDavid, July 6, 2011
    • 8 replies
    • 10.5k views
    • 
    • tghooper
    • February 20, 2020

32. (a)(4) testing of excluded employee

    By KCA, December 18, 2014
    • 8 replies
    • 3.8k views
    • 
    • KCA
    • December 19, 2014

33. Gateway With dual Eligibility

    By Nate X, March 9, 2009
    • 8 replies
    • 2.5k views
    • 
    • Mike Preston
    • March 10, 2009

34. 2 Participant Plan

    By Logan401, April 5, 2013
    • 8 replies
    • 1.8k views
    • 
    • chc93
    • April 5, 2013

35. Top heavy plan with early participation...

    By jaemmons, June 8, 2004
    • 8 replies
    • 2k views
    • 
    • Tom Poje
    • June 9, 2004

36. Repeal of cross tested plans?

    By Guest John McLeod, September 29, 2000
    • 8 replies
    • 2k views
    • 
    • Guest
    • October 9, 2000

37. Padilla Memo

    By dmb, June 23, 2006
    • 8 replies
    • 4.3k views
    • 
    • EBECatty
    • May 24, 2018

38. Top Heavy Allocation

    By Guest MichaelO, March 15, 2004
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • March 15, 2004

39. help with testing-check my numbers

    By betheeg, December 10, 2002
    • 8 replies
    • 1.4k views
    • 
    • AndyH
    • December 11, 2002

40. Changing Mortality Table from year to year

    By KSBRPEN, January 23, 2009
    • 8 replies
    • 2k views
    • 
    • J Simmons
    • January 26, 2009

41. Husband and wife Companies

    By Dougsbpc, December 3, 2015
    • 8 replies
    • 1.6k views
    • 
    • Calavera
    • December 7, 2015

42. Owner's young child

    By wsp, April 13, 2005
    • 8 replies
    • 2.4k views
    • 
    • AndyH
    • May 2, 2005

43. Failed 414(s) test, runinng cross tested 401(a)(4) GNT

    By buckaroo, October 16, 2009
    • 8 replies
    • 4.4k views
    • 
    • AndyH
    • October 21, 2009

44. Cash Balance & New Comp

    By Logan401, April 12, 2013
    • 8 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • September 9, 2013

45. 3 year testing cycle

    By Guest padmin, September 22, 2008
    • 8 replies
    • 9.6k views
    • 
    • mwyatt
    • September 30, 2008

46. Smoothly Increasing Rates

    By John Feldt ERPA CPC QPA, May 1, 2008
    • 8 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 6, 2008

47. Component Plan / Restructuring

    By austin3515, January 27, 2021
    • 8 replies
    • 1.8k views
    • 
    • BG5150
    • January 29, 2021

48. Nondiscrimination testing - 414(s) compensation - which employees included?

    By Belgarath, April 16, 2013
    • 8 replies
    • 6.1k views
    • 
    • Belgarath
    • April 18, 2013

49. Safe Harbor 401(k) with Cross Tested PS

    By Guest DTrom, October 4, 2004
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • October 5, 2004

50. Accrued-to-date Testing Years with Permissive Aggregation

    By Guest Mark Draa, March 17, 2004
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • March 19, 2004